Fina Money - Financial Management Made Easy

Fina Money is a financial management platform designed to help users take control of their financial future with ease and clarity. Here's a summary of its key features:

Key Features

• Custom Dashboard: Personalize your financial tracking experience with customizable blocks.
• Live Account Integration: Connect your accounts from over 12,000 financial institutions and integrations.
• Categorization & Rules: Set categories, rules, and clean transactions for accurate financial tracking.
• Security: Fina ensures bank-grade security using third-party data service providers like Plaid, with read-only access and advanced encryption.
• Custom Categories & Metrics: Create unlimited custom categories and track personalized metrics tailored to your unique financial situation.
• Flexible Budgeting: Develop budgets and forecasts that match your lifestyle, including support for various budgeting scenarios.
• Multi-Profile Segmentation: Group financial accounts into profiles for separate tracking and reporting.
• Doc-style Pages: Create custom pages and add any financial tracking scenario for a personalized view.
• Template Sharing: Share financial methodologies through templates, allowing others to import and use them with live data.
• AI Assistance: Ask Fina AI questions about your finances using the '/' command for quick insights.

Pricing

Fina offers clear and affordable plans:

• Essential: $5/month, billed yearly, includes 5 live financial institutions.
• Premium: $9.6/month, billed yearly, offers unlimited financial institutions.

All plans come with a 7-day free trial, and Fina is free forever for users importing manual data.

Community & Support

Join a community of individuals focused on financial health and get support from real users who have transformed their financial futures.

Fina also provides answers to common questions about security, privacy, and the platform's features.

Conclusion

Fina Money aims to build financial confidence and clarity, helping users to transform their financial future with its comprehensive and customizable financial management tools.